Should You Buy This Mid Cap US Stock-BRZE

Acrobull Canada Advisory Inc.

April 18			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Braze Inc.	BRZE-NASDAQ	Technology		$3.056 Billion	Medium

Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. The company offers Braze software development kits that automatically manage data ingestion and deliver mobile and web notifications.

Recent Highlights

CEO Statement- We grew revenue 26% while continuing to drive strong operating leverage, ending the year with three straight quarters of non-GAAP net income profitability, said Bill Magnuson, Cofounder and CEO of Braze.

And today, we are also pleased to announce our intent to acquire OfferFit, a sophisticated AI decisioning company focused on deploying reinforcement learning that recommends individualized cross-channel customer journeys at scale. We look forward to bringing our complementary products and teams together to drive the evolution of Customer Engagement.

Fourth Quarter 2025 Highlights

Revenue was $160.4 million compared to $131.0 million in the fourth quarter of the fiscal year ended January 31, 2024, up 22.5% year-over year, driven primarily by new customers, upsells, and renewals.

Subscription revenue in the quarter was $153.9 million compared to $125.9 million in the fourth quarter of the fiscal year ended January 31, 2024, and professional services and other revenue was $6.5 million compared to $5.1 million in the fourth quarter of the fiscal year ended January 31, 2024.

Remaining performance obligations as of January 31, 2025 was $793.1 million, of which $505.2 million is current, which the company defines as less than one year.

GAAP gross margin was 69.3% compared to 67.2% in the fourth quarter of the fiscal year ended January 31, 2024.

Stock Observation- The company has reported stable financial results in the third quarter of 2025 and is expected to do well since it is one of the best-performing tech stocks in the industry. The RSI level for the stock is at 29, which shows oversold conditions.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull Canada Advisory Inc. maintains Customer Choose Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull Canada Advisory Inc. only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull Canada Advisory Inc. would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull Canada Advisory Inc. is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull Canada Advisory Inc. does not guarantee returns.

Acrobull Recommendation Based on Evaluation

Current Market Price	$29.71 USD
Acrobull Recommendation	Buy at 28.90 USD
Target Price	$33.52 USD
RSI Level	14 Day RSI 29
Total Shares Outstanding	88.62 Million
Shares held by Insiders Risk Factor Stop Loss	13.00% Medium 5%